Morgan Kwan and Bill Farren-Price discuss the conflict in Ukraine and the risks it poses to Europe, to Russian oil and gas supply, and to the wider global economy. As a veteran observer of European, Middle East and African energy, Bill offers his thoughts on the potential pathways that the conflict will take and the spillover from Europe’s first inter-state armed conflict since World War II.
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Virginia's new data center tax and Dominion's GS-5 rate class reveal who really pays for load growth, and which cost-allocation tool actually holds up.
GEV's gas turbine backlog hits 116 GW, delaying deliveries to 2031 and reshaping build-vs-buy in power markets.
Pipeline delay stalls Oracle's Project Jupiter, threatening Bloom Energy fuel cells powering the Stargate data center.
Developers and investors can't compare gas, solar, and storage using separate models. Here's what a standardized cross-asset framework actually requires.
FERC's 2026 interconnection reforms are reshaping large-load project finance. Here's what five key changes mean for energy investors and project bankability.
See how Enverus day-ahead solar forecasts outperformed ISO forecasts in ERCOT and CAISO during May–June 2026, including the June heat wave events.
Global energy demand, infrastructure constraints and commodity trends are reshaping mineral markets. Watch the Enverus 2026 outlook webinar replay.
Horseshoe wells are unlocking stranded Eagle Ford acreage, cutting drilling costs 15% by solving lease geometry constraints that blocked development plans.
ChargePoint and Optimus expand EV fast charging infrastructure across the Southeast, adding 200+ public fast chargers to retail and QSR sites.
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